HCM

Hudson Capital Management Portfolio holdings

AUM $377M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.35M
3
+$960K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$498K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$408K

Top Sells

1
+$11.6M
2
+$520K
3
+$362K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$265K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$257K

Sector Composition

1 Technology 13.61%
2 Healthcare 6.29%
3 Financials 5.31%
4 Consumer Discretionary 4.99%
5 Communication Services 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.84M 1.54%
4,604
-125
27
$4.8M 1.53%
50,084
+577
28
$4.73M 1.51%
23,999
+2,069
29
$4.7M 1.5%
17,181
+202
30
$4.66M 1.49%
66,861
+1,975
31
$4.63M 1.48%
26,741
+336
32
$4.61M 1.47%
13,313
+144
33
$4.6M 1.47%
102,691
+237
34
$4.59M 1.46%
88,649
+1,042
35
$4.54M 1.45%
85,343
+1,748
36
$4.54M 1.45%
58,788
+338
37
$4.46M 1.42%
26,198
-125
38
$4.41M 1.4%
44,652
+1,535
39
$4.24M 1.35%
10,829
+479
40
$4.1M 1.31%
27,287
+1,722
41
$4.03M 1.29%
29,855
+981
42
$3.85M 1.23%
40,158
+10,029
43
$2.83M 0.9%
+102,719
44
$1.46M 0.46%
5,998
-152
45
$842K 0.27%
2,973
46
$807K 0.26%
1,399
47
$610K 0.19%
1,624
48
$598K 0.19%
28,568
49
$482K 0.15%
3,965
-85
50
$375K 0.12%
757
1
2
3